Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-03
  • GA RA
    APPROVED
    Since 2025-09-03

Branch Locations

721 N. Westover Blvd, Albany, GA 31707 • United States

1313 E Jackson St, Thomasville, GA 31792 • United States

2626 Mahan Dr, Tallahassee, FL 32308 • United States

1400 E Park Ave, Tallahassee, FL 32301 • United States

200 E Washington St, Montcello, FL 32344 • United States

3320 Thomasville Rd, Tallahassee, FL 32308 • United States

3490 N Monroe St, Tallahassee, FL 32303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cannon Financial Strategist Athens GA 06/2024 08/2024
Catamount Ranch And Club Steamboat Springs CO 05/2022 07/2022
University Of Georgia Athens GA 08/2021 05/2022
Deerfield Windsor School Albany GA 06/2015 06/2021
Lpl Financial Albany GA 06/2025 Present
Renasant Bank Albany GA 06/2025 Present
University Of Georgia Athens GA 08/2022 05/2024
University Of Georgia Athens GA 08/2024 05/2025
  • 06/2024 → 08/2024
    Cannon Financial Strategist
    Athens, GA
  • 05/2022 → 07/2022
    Catamount Ranch And Club
    Steamboat Springs, CO
  • 08/2021 → 05/2022
    University Of Georgia
    Athens, GA
  • 06/2015 → 06/2021
    Deerfield Windsor School
    Albany, GA
  • 06/2025 → Present
    Lpl Financial
    Albany, GA
  • 06/2025 → Present
    Renasant Bank
    Albany, GA
  • 08/2022 → 05/2024
    University Of Georgia
    Athens, GA
  • 08/2024 → 05/2025
    University Of Georgia
    Athens, GA
Other Businesses

1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Renasant Financial Services - Inv Related - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Albany, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor